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Middle East Ceasefire Fuels DAX Rally: Is a Summer Boom Imminent?

Frank Sohlleder
June 25, 2025

News of a ceasefire in the Middle East between Israel and Iran provided a significant boost to the German DAX index on Tuesday. This could potentially mark the definitive start of a summer rally. Historically, June is one of the strongest months for the German stock index. The perfectly timed ceasefire, coming just before the end of the month, might well be the catalyst for a positive trend in the stock markets, sparking hopes for a strong July.


Positive Economic Sentiment Further Supports the DAX

Adding to the positive market sentiment was the optimistic ifo Business Climate Index. Reported at 88.4 points, this figure exceeded market expectations by 0.3 points, creating a positive surprise effect. Markets moved in only one direction today: upward. The DAX posted a daily return of 1.6 percent, closing at a robust 23,641.58 points.

The top performers on Tuesday were the usual suspects: Heidelberg Materials shares surged by an impressive 6.1 percent, while Siemens Energy took third place with a gain of 4.4 percentage points. Deutsche Bank shares positioned themselves between them, rising by 5.3 percent. Only Rheinmetall shareholders opted to take profits following the ceasefire announcement, resulting in a 3.1 percent decline for the stock.


Oil Price Pressure Evaporates After Ceasefire

The oil price also plummeted after the ceasefire announcement. The prospect of the Strait of Hormuz remaining open completely relieved market pressure. A daily decline of over 11 percent speaks volumes. This suggests the upward trend in oil prices might be over for now, and investors should refocus on lower price points. The next significant support level is anticipated around 60 US dollars.




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